Dolan Capital Advisors, Inc.

Insights

OBBBA Notice #3 – The SALT Deduction

The new tax law changes how many will itemize deductions for state and local taxes (SALT).

OBBBA Notice #2 – Taxation of Social Security Income

The new deductions do not, I repeat, do not directly offset Social Security income (SSI).

Unpacking the OBBBA – Changes to Standard Deductions

You’ll want to know about these changes, especially those impacting 2025 tax planning.